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Basics of Importing to Jane

Importing to Jane

Basics of Importing to Jane

6 min read

Well, if you’re here, I hope that means you’ve decided to make the switch to Jane!

Welcome!

The very best start to Jane comes from importing your data so that when you’re ready to start using Jane your patients, profiles, and past and future appointments are all ready to go. Bringing in your information really helps you feel at home!

We’ve created a page for some of the common software we import from, but the list is not exhaustive! If you don’t see your current provider on the list below, here are the details about our general import.

File Type

We can import patients and appointments (NEW! we can also import treatments and claims) from Microsoft Excel or CSV text files that are provided in clearly labelled columns. Charts can be imported if they are provided in Excel or CSV format, or in compressed image formats such as JPG or PDFs. For JPG or PDF charts, all data should be sent to us in zip files to minimize the number of files sent to us–see below for more details on what information is needed to import charts.

Patient List and Profiles

Exporting your patient list and profiles can usually be done from a report or export option either in a dedicated reports area or directly from the patient list. Export as much info as you can - if you can get it out we can probably get it in! If your patients have a unique patient number in your current software, please include it on your export since we can use it to match up appointments and charts if appropriate.

Here are the fields we currently work with in Jane:

Appointments - Past and Future

For appointments we need at a minimum the patient name, name of treatment, duration of the appointment, start time, practitioner and location if relevant. Their unique patient number is also always helpful. Again, the appointments can usually be exported from most softwares in either a reports or export area. Remember we’d be looking for the export in an excel or .csv file.

Products

Again, excel or .csv files are Jane’s friend. Include information like Cost to Patient, Cost to You, Manufacturer, Inventory count, Re-order threshold, Inventory description, Taxable or not etc. The more you can get onto that report the more we can bring over onto your Jane product list so you don’t have to do a manual transfer. Here’s the fields you have to work with in Jane’s product area

Charts

Charts are a little trickier in their very nature as they are often compiled of images, attachments, text and are formatted in wildly different ways across different software systems.

If you are able to export charts from your current system, we would hope to receive a batch export of all your charts as PDFs and an Excel spreadsheet with file name of PDF and Client Name, PHN (or other unique identifier), and Birthdate so we can correctly link up the chart notes to the correct patient.

Some more modern apps provides a CSV chart export which usually imports very easily.

We are cautious about importing charts with only names as identifiers, as fuzzy matches can allow for the possibility of matching charts with the wrong person if there are duplicate names in your system. Think Joe Smith… So, please try to include some other identifier such as a patient number, email address, or personal health number, or home phone.

Treatments

If you can export in Excel or CSV format data that includes treatment price and treatment duration, we are now able (in most cases) to import treatments.

Claims

If you can export in Excel or CSV format data that includes claim number, insurer, and patient name, we are now able (in most cases) to import claims.

Billing

We don’t import billing information into Jane due to the complex nature and different ways of storing financial information.

However, if you note it down in the import details we can import insurance information, credits and receivables as notes on the patient profile for reference.

Okay - we’re still building out the full list to the left, but check it out to to see if your software is listed or if you need further info let us know! You can always contact us at support@janeapp.com or by calling 1-844-310-5263 (JANE).